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Register online at www.houstoncpa.org.

Four Oaks Place - 1330 Post Oak Blvd. - 1st Floor Conference Room

SCHEDULE
8:00 – 8:30 AM Registration and Continental Breakfast

8:30-9:55 AM Innocents Abroad (And Among Us) – A Primer on U.S. Tax Issues
Affecting Their Business Activities and Wealth Planning Strategies
William Leary, CPA, JD
MFR PC

9:55-10:10 AM Break

10:10-11:40 AM Investing With Tax Planning In Mind
Matthew Brady, JD
Barclays

11:40 AM-12:40 PM Lunch

12:40-2:05 PM Many Overlooked Benefits of Using Life Insurance in Estate Planning
Bruce A. Tannahill, JD, CPA/PFS, CLU, ChFC, AEP
WRL Life Insurance

2:05-2:20 PM Break

2:20-3:50 PM Investments Strategies That Aren't Too Good To Be True
Steven R. Goodman, CPA, CFP
Goodman Financial Corporation
Course Objective: Provide attendees overviews and updates relevant to financial services provided to their clients. Level of Instruction: Overview/Update Prerequisite: None

8:30-9:55 AM
Innocents Abroad (And Among Us) – A Primer on U.S. Tax Issues Affecting Their Business Activities and Wealth Planning Strategies - Foreign families are moving to the United States, establishing businesses,
and making investments often without considering tax and financial planning strategies applicable to their new U.S. status. Many have homes, family members, investments and businesses here and in their country of origin. Learn how to spot some common errors that they make and help them avoid costly U.S. income, gift and estate taxes and penalties.

10:10-11:40 AM
Investing With Tax Planning In Mind – Discussion will include the following:
● Variable life insurance policies and private placement policies
● Warrants on hedge funds
● Netting returns at capital gains rates
● "Collars" and other strategies to protect asset values without a current sale
● Prepaid variable forward contracts' current tax developments
● Joint ventures with exempt entities including Indian tribes
● Charitable remainder trusts
● ESOP Qualified Replacement Securities tax free rollovers

12:40-2:05 PM
Many Overlooked Benefits of Using Life Insurance in Estate Planning – Areas to be discussed include:
● Structuring life insurance to be the least expensive, most tax effective way to fund the payment of estate taxes.
● Some of the many non-tax benefits of using life insurance include providing needed liquidity to help clients provide for blended families, help business owners transition their business, and to equalize the inheritance for descendants not working for the family business.
● Using life insurance to maximize the net after tax benefits received by loved ones of retirement plan assets.
● Client friendly ways to pay premiums and reduce or eliminate estate tax, gift tax and GST.

2:20-3:50 PM.
Investment Strategies That Aren't Too Good To Be True - A discussion of recent investment trends including endowment strategies, ETFs, indexing, and hedge funds, with a focus on asset allocation and diversification to learn how to build a successful investment portfolio